Charter Communications, Inc.
CHTR- Exchange
- Nasdaq
- Industry
- Cable & Other Pay Television Services
- SEC CIK
- 0001091667
No open-market purchases or sales by Charter Communications, Inc. insiders were filed in the last 90 days; 788 institutions reported holding it in 13F filings for Q2 2026, worth $14.2B in total; superinvestors Harris Associates (Oakmark) and Weitz Investment Management hold it.
Other share classesCHTRP
13F holders, Q2 2025
Institutional positions in Charter Communications, Inc. as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 889
- +22 vs. Q1 2025
- Shares held
- 102.8M
- −1.02M (−1.0%) vs. Q1 2025
- Total value
- $42.0B
- +$3.76B (+9.8%) vs. Q1 2025
- New holders
- 126
- 329 more added
- Sold out
- 104
- 270 more reduced
12 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CHTR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 788 | $14.2B |
| Q1 2026 | 791 | $21.3B |
| Q4 2025 | 798 | $21.3B |
| Q3 2025 | 805 | $27.3B |
| Q2 2025 | 889 | $42.0B |
| Q1 2025 | 879 | $38.3B |
| Q4 2024 | 864 | $35.0B |
| Q3 2024 | 839 | $33.3B |
| Q2 2024 | 788 | $31.4B |
| Q1 2024 | 826 | $29.8B |
| Q4 2023 | 909 | $38.1B |
| Q3 2023 | 890 | $43.3B |
| Q2 2023 | 844 | $36.5B |
| Q1 2023 | 862 | $36.2B |
| Q4 2022 | 888 | $35.1B |
| Q3 2022 | 837 | $31.3B |
| Q2 2022 | 944 | $50.2B |
| Q1 2022 | 992 | $61.3B |
| Q4 2021 | 1,044 | $78.5B |
| Q3 2021 | 1,014 | $90.9B |
| Q2 2021 | 993 | $93.5B |
| Q1 2021 | 997 | $81.8B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Charter Communications, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Smithfield Trust Co | 208 | $85.0K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 211 | $86.3K | 0.01% | +211 | New |
| Parkside Financial Bank & Trust | 227 | $92.8K | 0.01% | +39+20.7% | Added |
| Versant Capital Management, Inc | 229 | $93.6K | 0.01% | +10+4.6% | Added |
| GeoWealth Management, LLC | 243 | $99.3K | 0.00% | −6−2.4% | Reduced |
| GHP Investment Advisors, Inc. | 248 | $101.3K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 257 | $105.0K | 0.08% | +257 | New |
| Massmutual Trust Co FSB | 263 | $107.5K | 0.00% | −1−0.4% | Reduced |
| Atlantic Trust, LLC | 263 | $107.5K | 0.02% | +209+387.0% | Added |
| Aster Capital Management (DIFC) Ltd | 273 | $111.6K | 0.03% | +219+405.6% | Added |
| MUFG Securities EMEA plc | 284 | $116.1K | 0.01% | +284 | New |
| Blue Bell Private Wealth Management, LLC | 291 | $119.0K | 0.02% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 292 | $119.4K | 0.07% | +10+3.5% | Added |
| Sentry Investment Management LLC | 306 | $126.0K | 0.07% | 00.0% | Unchanged |
| Covestor Ltd | 318 | $130.0K | 0.08% | −24−7.0% | Reduced |
| Rosenberg Matthew Hamilton | 318 | $130.0K | 0.03% | +42+15.2% | Added |
| Traub Capital Management LLC | 320 | $130.8K | 0.12% | +320 | New |
| Whittier Trust Co of Nevada Inc | 324 | $132.4K | 0.00% | +43+15.3% | Added |
| Bryn Mawr Trust Co | 359 | $146.8K | 0.00% | +218+154.6% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 364 | $148.8K | 0.01% | +364 | New |
| Asset Dedication, LLC | 365 | $149.2K | 0.01% | −9−2.4% | Reduced |
| Opal Wealth Advisors, LLC | 373 | $152.5K | 0.04% | −1−0.3% | Reduced |
| Smartleaf Asset Management LLC | 402 | $161.3K | 0.01% | −8−2.0% | Reduced |
| Federated Hermes, Inc. | 415 | $169.7K | 0.00% | +282+212.0% | Added |
| Central Trust Co | 421 | $172.1K | 0.00% | −79−15.8% | Reduced |
| Grove Bank & Trust | 430 | $175.8K | 0.02% | +2+0.5% | Added |
| Jones Financial Companies LLLP | 451 | $180.8K | 0.00% | −955−67.9% | Reduced |
| Western Pacific Wealth Management, LP | 465 | $190.1K | 0.18% | 00.0% | Unchanged |
| Meyer Handelman Co | 491 | $200.7K | 0.01% | +491 | New |
| DSG Capital Advisors, LLC | 491 | $200.7K | 0.04% | +491 | New |
| Palisades Hudson Asset Management, L.P. | 492 | $201.0K | 0.08% | +492 | New |
| Aigen Investment Management, LP | 492 | $201.1K | 0.03% | −2,320−82.5% | Reduced |
| Spears Abacus Advisors LLC | 492 | $201.1K | 0.00% | +492 | New |
| Colonial River Wealth Management, LLC | 502 | $201.6K | 0.09% | −179−26.3% | Reduced |
| North Star Investment Management Corp. | 494 | $202.0K | 0.01% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 495 | $202.4K | 0.01% | +495 | New |
| SRS Capital Advisors, Inc. | 498 | $203.6K | 0.01% | −20−3.9% | Reduced |
| CLG LLC | 502 | $205.2K | 0.06% | +502 | New |
| Cladis Investment Advisory, LLC | 503 | $205.6K | 0.13% | +503 | New |
| Twin Tree Management, LP | 504 | $206.0K | 0.01% | +504 | New |
| Two Sigma Securities, LLC | 511 | $208.9K | 0.03% | −3,645−87.7% | Reduced |
| Courier Capital LLC | 515 | $210.5K | 0.01% | +515 | New |
| Vectors Research Management, LLC | 515 | $210.5K | 0.07% | +515 | New |
| Davenport & Co LLC | 518 | $211.8K | 0.00% | −1,534−74.8% | Reduced |
| Ci Investments Inc. | 518 | $212.0K | 0.00% | +18+3.6% | Added |
| Penserra Capital Management LLC | 521 | $212.0K | 0.00% | +55+11.8% | Added |
| FRG Family Wealth Advisors LLC | 522 | $213.4K | 0.04% | +522 | New |
| Advus Financial Partners, LLC | 526 | $215.0K | 0.05% | +526 | New |
| Alta Advisers Ltd | 529 | $216.3K | 0.08% | +529 | New |
| Allworth Financial LP | 531 | $216.9K | 0.00% | +248+87.6% | Added |
| Moneta Group Investment Advisors LLC | 531 | $217.1K | 0.00% | +531 | New |
| Johnson Investment Counsel Inc | 536 | $219.1K | 0.00% | +536 | New |
| Sumitomo Mitsui Financial Group, Inc. | 550 | $220.5K | 0.00% | +550 | New |
| Catalyst Capital Advisors LLC | 540 | $220.8K | 0.00% | +430+390.9% | Added |
| Bailard, Inc. | 540 | $220.8K | 0.01% | +540 | New |
| Parsonex Advisory Services, Inc. | 541 | $221.2K | 0.18% | +541 | New |
| RD Lewis Holdings, Inc. | 861 | $222.8K | 0.22% | −220−20.4% | Reduced |
| Cresset Asset Management, LLC | 549 | $224.4K | 0.00% | −896−62.0% | Reduced |
| Evoke Wealth, LLC | 550 | $224.8K | 0.01% | +550 | New |
| Wolverine Trading, LLC | 563 | $225.7K | 0.01% | −23,329−97.6% | Reduced |
| IFP Advisors, Inc | 553 | $226.3K | 0.01% | +354+177.9% | Added |
| Great Lakes Advisors, LLC | 554 | $226.5K | 0.00% | −52−8.6% | Reduced |
| Meeder Advisory Services, Inc. | 555 | $226.9K | 0.01% | −46−7.7% | Reduced |
| Global Retirement Partners, LLC | 558 | $228.1K | 0.01% | +558 | New |
| Walker Asset Management, LLC | 563 | $230.2K | 0.13% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 565 | $231.0K | 0.09% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 569 | $232.6K | 0.09% | +25+4.6% | Added |
| Alpha Family Trust | 570 | $233.0K | 0.12% | 00.0% | Unchanged |
| We Are One Seven, LLC | 572 | $233.8K | 0.01% | +572 | New |
| Edgestream Partners, L.P. | 573 | $234.2K | 0.01% | −7,129−92.6% | Reduced |
| Wedmont Private Capital | 582 | $234.9K | 0.01% | +582 | New |
| IHT Wealth Management, LLC | 575 | $235.2K | 0.01% | +2+0.3% | Added |
| PDS Planning, Inc | 579 | $236.7K | 0.02% | +579 | New |
| S-Bank Fund Management Ltd | 580 | $237.1K | 0.03% | −524−47.5% | Reduced |
| Claret Asset Management Corp | 581 | $238.0K | 0.03% | – | – |
| Norden Group LLC | 583 | $238.3K | 0.03% | +21+3.7% | Added |
| Patton Fund Management, Inc. | 588 | $240.4K | 0.05% | +588 | New |
| D'Orazio & Associates, Inc. | 588 | $240.4K | 0.03% | −100−14.5% | Reduced |
| Evergreen Capital Management LLC | 589 | $240.8K | 0.01% | +30+5.4% | Added |
| CWA Asset Management Group, LLC | 592 | $242.0K | 0.01% | −27−4.4% | Reduced |
| Beese Fulmer Investment Management, Inc. | 592 | $242.0K | 0.02% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 592 | $242.0K | 0.01% | 00.0% | Unchanged |
| Carnegie Lake Advisors LLC | 600 | $245.0K | 0.10% | 00.0% | Unchanged |
| Challenger Wealth Management | 604 | $246.9K | 0.17% | +4+0.7% | Added |
| Farther Finance Advisors, LLC | 606 | $247.6K | 0.00% | +108+21.7% | Added |
| Koss-Olinger Consulting, LLC | 610 | $249.6K | 0.02% | −1−0.2% | Reduced |
| Quent Capital, LLC | 614 | $251.0K | 0.02% | +7+1.2% | Added |
| Gitterman Wealth Management, LLC | 615 | $251.4K | 0.06% | +615 | New |
| Peoples Bank | 615 | $251.4K | 0.16% | 00.0% | Unchanged |
| Independent Advisor Alliance | 627 | $256.2K | 0.01% | +45+7.7% | Added |
| Graypoint LLC | 629 | $257.1K | 0.01% | +82+15.0% | Added |
| Little House Capital LLC | 631 | $258.0K | 0.06% | 00.0% | Unchanged |
| Cercano Management LLC | 636 | $260.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 639 | $261.3K | 0.01% | −57−8.2% | Reduced |
| Assetmark, Inc | 643 | $262.9K | 0.00% | −4,988−88.6% | Reduced |
| Huntington National Bank | 645 | $263.7K | 0.00% | −19−2.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 648 | $264.7K | 0.00% | −129−16.6% | Reduced |
| Aaron Wealth Advisors | 651 | $266.1K | 0.03% | −1−0.2% | Reduced |
| Kestra Private Wealth Services, LLC | 663 | $271.0K | 0.00% | +663 | New |
| Aprio Wealth Management, LLC | 667 | $272.6K | 0.03% | +667 | New |